Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA NVIDIA CORPORATION | 21.66% | Increased | $650M | 3,728,387 | +1,080,000 | Electronic Technology |
| 2 |  CPNG COUPANG INC | 17.52% | Increased | $526M | 27,852,856 | +6,276,300 | Retail Trade |
| 3 |  META META PLATFORMS INC | 13.58% | New | $408M | 712,800 | +712,800 | Communication Services |
| 4 |  CVNA CARVANA CO | 13.12% | Increased | $394M | 1,252,960 | +273,500 | Consumer Cyclical |
| 5 |  GLBE GLOBAL E ONLINE LTD | 11.42% | Reduced | $343M | 11,115,629 | -249,399 | Retail Trade |
| 6 |  XYZ BLOCK INC | 5.85% | Reduced | $176M | 2,918,392 | -2,059,763 | Commercial Services |
| 7 |  SAIL SAILPOINT INC | 3.53% | $106M | 8,000,000 | - | Technology Services | |
| 8 |  CHYM CHIME FINL INC | 2.69% | Reduced | $81M | 4,308,999 | -4,239,885 | Finance |
| 9 |  KLAR KLARNA GROUP PLC | 2.53% | Reduced | $76M | 5,803,764 | -2,479,852 | Commercial Services |
| 10 |  NU NU HLDGS LTD | 2.37% | $71M | 4,954,299 | - | Finance |
Portfolio Changes
Buy Positions
New Buy
- METAMETA PLATFORMS INC
Current 13.58%
+712,800Shares
Additional Buy
- NVDANVIDIA CORPORATION
+40.78%
+1,080,000Shares
- CPNGCOUPANG INC
+29.09%
+6,276,300Shares
- CVNACARVANA CO
+27.92%
+273,500Shares
Sell Positions
Full Exit
- HCMBXDAYFORCE INC
Full Exit
0Shares
- MELIMERCADOLIBRE INC
Full Exit
0Shares
- PDDPDD HOLDINGS INC
Full Exit
0Shares
- DUOLDUOLINGO INC
Full Exit
0Shares
- EXEEXPAND ENERGY CORPORATION
Full Exit
0Shares
Partial Exit
- GLBEGLOBAL E ONLINE LTD
-2.19%
-249,399Shares
- XYZBLOCK INC
-41.38%
-2,059,763Shares
- CHYMCHIME FINL INC
-49.60%
-4,239,885Shares
- KLARKLARNA GROUP PLC
-29.94%
-2,479,852Shares
- OSCROSCAR HEALTH INC
-44.39%
-291,862Shares
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